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Pacer Trendpilot US Mid Cap ETF (PTMC) Institutional Ownership

$34.37 -3.00 (-8.02%)
Closing price 08/4/2025 03:58 PM Eastern
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$34.40 +0.03 (+0.08%)
As of 08/4/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pacer Trendpilot US Mid Cap ETF (BATS:PTMC)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$37.62M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$20.86M
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PTMC Institutional Buying and Selling by Quarter

Pacer Trendpilot US Mid Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Assetmark Inc.1,806$63K0.0%+94.6%0.014%
8/1/2025 Envestnet Asset Management Inc.35,053$1.22M0.0%-67.8%0.279%
7/31/2025 Focus Partners Advisor Solutions LLC7,604$265K0.0%-25.7%0.061%
7/30/2025 Freedom Investment Management Inc.19,030$664K0.1%+9.5%0.152%
7/30/2025 Gimbal Financial47,543$1.66M1.0%+152.3%0.379%
7/29/2025 ODonnell Financial Services LLC280,673$9.79M3.8%-35.1%2.236%
7/28/2025 Harbour Investments Inc.3,680$128K0.0%-13.9%0.029%
7/24/2025 Cyndeo Wealth Partners LLC5,856$204K0.0%N/A0.047%
7/23/2025 Tyche Wealth Partners LLC20,744$724K0.1%-5.8%0.165%
7/22/2025 DAVENPORT & Co LLC72,343$2.52M0.0%+128.4%0.576%
7/22/2025 MBL Wealth LLC232,058$8.09M0.8%-2.9%1.849%
7/21/2025 Ameriflex Group Inc.1,111$39K0.0%-47.4%0.009%
7/21/2025 J2 Capital Management Inc106,430$3.71M3.0%+3.7%0.848%
7/16/2025 Maridea Wealth Management LLC47,463$1.66M0.4%-15.8%0.378%
7/15/2025 TD Private Client Wealth LLC3,000$105K0.0%N/A0.024%
7/7/2025 Whitaker Myers Wealth Managers LTD.36,251$1.26M0.3%+1.5%0.285%
5/22/2025WBI Investments LLC94,424$3.27M0.9%-52.6%0.774%
5/21/2025 MBL Wealth LLC239,070$8.27M0.8%+3.2%1.960%
5/21/2025Geneos Wealth Management Inc.48,398$1.68M0.1%+4.2%0.397%
5/16/2025NewEdge Advisors LLC132,268$4.58M0.0%-2.2%1.084%
5/15/2025 Focus Partners Advisor Solutions LLC10,233$354K0.0%-12.7%0.084%
5/15/2025Royal Bank of Canada127,218$4.40M0.0%+0.5%1.043%
5/14/2025 Freedom Investment Management Inc.17,376$601K0.1%+17.5%0.142%
5/14/2025Northwestern Mutual Wealth Management Co.1,386$48K0.0%N/A0.011%
5/14/2025Level Four Advisory Services LLC192,900$6.67M0.3%+3.3%1.581%
5/13/2025Raymond James Financial Inc.269,133$9.31M0.0%+6.3%2.206%
5/9/2025WealthShield Partners LLC748$26K0.0%-38.8%0.006%
5/8/2025 Harbour Investments Inc.4,272$148K0.0%-8.6%0.035%
5/8/2025Geneos Wealth Management Inc.71,188$2.46M0.1%+53.2%0.584%
5/7/2025 Maridea Wealth Management LLC56,352$1.95M0.6%-15.9%0.462%
5/7/2025LPL Financial LLC550,422$19.05M0.0%+0.8%4.512%
5/7/2025Empirical Finance LLC48,411$1.68M0.1%-6.2%0.397%
5/6/2025Pacer Advisors Inc.306,954$10.62M0.0%+3.0%2.601%
5/6/2025Assetmark Inc.928$32K0.0%N/A0.008%
5/6/2025Cetera Investment Advisers378,574$13.10M0.0%+0.3%3.208%
5/6/2025Avantax Advisory Services Inc.135,471$4.69M0.0%+6.3%1.148%
5/5/2025 ODonnell Financial Services LLC432,246$14.96M6.2%-15.9%3.663%
5/5/2025Private Advisor Group LLC16,463$570K0.0%+2.8%0.140%
4/29/2025 Envestnet Asset Management Inc.108,706$3.76M0.0%-21.4%0.921%
4/28/2025 DAVENPORT & Co LLC31,670$1.10M0.0%N/A0.268%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

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4/23/2025Mascagni Wealth Management Inc.7,334$271K0.3%-18.5%0.062%
4/22/2025 Cambridge Investment Research Advisors Inc.267,608$9.26M0.0%+0.9%2.268%
4/22/2025 Register Financial Advisors LLC868$30K0.0%N/A0.007%
4/22/2025Advisor Resource Council18,678$646K0.0%-26.4%0.158%
4/17/2025 Janney Montgomery Scott LLC6,134$212K0.0%-14.2%0.052%
4/16/2025 Wealth Enhancement Advisory Services LLC9,460$327K0.0%-9.6%0.080%
4/14/2025 Whitaker Myers Wealth Managers LTD.35,705$1.24M0.3%-1.8%0.305%
4/8/2025 J2 Capital Management Inc102,673$3.55M3.3%+67.4%0.878%
3/24/2025Mascagni Wealth Management Inc.7,334$271K0.2%N/A0.062%
3/17/2025 Wealth Enhancement Advisory Services LLC10,460$386K0.0%-12.5%0.088%
2/26/2025Advisor Resource Council25,382$936K0.7%N/A0.213%
2/24/2025 Ameriflex Group Inc.2,554$98K0.0%N/A0.021%
2/18/2025 Focus Partners Advisor Solutions LLC11,720$432K0.0%N/A0.103%
2/17/2025WBI Investments LLC199,294$7.35M1.8%+3.1%1.756%
2/17/2025Cetera Investment Advisers377,512$13.93M0.0%+1.4%3.326%
2/17/2025Bank of America Corp DE1,071,536$39.53M0.0%+3.8%9.441%
2/17/2025Ameriprise Financial Inc.85,908$3.17M0.0%-14.9%0.757%
2/17/2025Aptus Capital Advisors LLC721$27K0.0%N/A0.006%
2/14/2025Stifel Financial Corp83,395$3.08M0.0%+14.1%0.735%
2/14/2025MML Investors Services LLC81,028$2.99M0.0%+2.9%0.714%
2/14/2025 Freedom Investment Management Inc.14,790$546K0.0%-7.8%0.130%
2/13/2025NewEdge Advisors LLC135,281$4.99M0.0%+3.3%1.192%
2/13/2025Rockefeller Capital Management L.P.188,382$6.95M0.0%+0.1%1.660%
2/13/2025Bank of Montreal Can1,366$50K0.0%-39.5%0.012%
2/13/2025 Envestnet Asset Management Inc.138,279$5.10M0.0%+1.6%1.218%
2/12/2025 Maridea Wealth Management LLC67,016$2.47M0.8%N/A0.590%
2/12/2025Level Four Advisory Services LLC186,792$6.89M0.3%-0.2%1.646%
2/12/2025Orion Portfolio Solutions LLC5,655$209K0.0%-7.4%0.050%
2/11/2025LPL Financial LLC545,835$20.14M0.0%+9.2%4.809%
2/10/2025 Harbour Investments Inc.4,672$172K0.0%-13.4%0.041%
2/10/2025Commonwealth Equity Services LLC78,475$2.90M0.0%+12.3%0.691%
2/10/2025Avantax Advisory Services Inc.127,419$4.70M0.0%+5.0%1.123%
2/6/2025Raymond James Financial Inc.253,272$9.34M0.0%N/A2.231%
2/6/2025Steward Partners Investment Advisory LLC3,049$112K0.0%-13.4%0.027%
2/4/2025WealthShield Partners LLC1,222$45K0.0%-37.9%0.011%
2/4/2025MONECO Advisors LLC15,198$561K0.1%+6.0%0.134%
2/3/2025Private Advisor Group LLC16,010$591K0.0%-6.0%0.141%
2/3/2025 Gimbal Financial5,518$204K0.2%N/A0.049%
1/28/2025Empirical Finance LLC51,610$1.90M0.1%-11.8%0.455%
1/27/2025Financial Advocates Investment Management6,085$224K0.0%-83.5%0.054%
1/27/2025 Stratos Wealth Partners LTD.6,670$246K0.0%+4.3%0.059%
1/24/2025 ODonnell Financial Services LLC514,158$18.95M8.4%-0.3%4.530%
1/22/2025Pacer Advisors Inc.298,114$11.00M0.0%+4.5%2.627%
1/21/2025Geneos Wealth Management Inc.46,458$1.71M0.1%+32.1%0.409%
1/17/2025 Janney Montgomery Scott LLC7,150$264K0.0%+18.8%0.063%
1/17/2025ADE LLC15,272$563K0.3%-9.6%0.135%
1/15/2025 J2 Capital Management Inc61,340$2.26M2.1%N/A0.540%
1/15/2025 Whitaker Myers Wealth Managers LTD.36,349$1.34M0.4%-2.3%0.320%
11/15/2024MML Investors Services LLC78,742$2.92M0.0%+435.6%0.694%
11/15/2024Jane Street Group LLC7,938$295K0.0%N/A0.070%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
11/15/2024Stifel Financial Corp73,067$2.71M0.0%+13.4%0.644%
11/14/2024Rockefeller Capital Management L.P.188,112$6.98M0.0%+2.4%1.657%
11/13/2024 Freedom Investment Management Inc.16,039$595K0.0%+29.8%0.141%
11/12/2024Pacer Advisors Inc.285,160$10.59M0.0%+3.9%2.512%
11/12/2024Integrated Investment Consultants LLC19,415$721K0.0%N/A0.171%
10/25/2024Financial Advocates Investment Management36,971$1.37M0.1%-23.8%0.326%
10/25/2024MONECO Advisors LLC14,338$532K0.1%-21.0%0.126%
10/24/2024 Wealth Enhancement Advisory Services LLC11,960$444K0.0%-7.7%0.105%
10/22/2024Private Advisor Group LLC17,030$632K0.0%+7.3%0.150%
10/22/2024 ODonnell Financial Services LLC515,479$19.14M7.8%+8.8%4.542%
(Data available from 1/1/2016 forward)

PTMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTMC shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Pacer Trendpilot US Mid Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($39.53M), Wells Fargo & Company MN ($20.89M), LPL Financial LLC ($19.05M), Cetera Investment Advisers ($13.10M), Pacer Advisors Inc. ($10.62M), WBI Investments Inc. ($10.07M), and Cetera Advisor Networks LLC ($9.87M).Learn more on Pacer Trendpilot US Mid Cap ETF's institutional investors.

Which institutional investors have been buying Pacer Trendpilot US Mid Cap ETF's stock?

Of the 58 institutional investors that purchased Pacer Trendpilot US Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ODonnell Financial Services LLC ($493.84K), Cetera Investment Advisers ($379.88K), Raymond James Financial Inc. ($269.13K), Avantax Advisory Services Inc. ($182.52K), J2 Capital Management Inc ($147.60K), International Assets Investment Management LLC ($115.09K), and DAVENPORT & Co LLC ($72.34K).

How much institutional buying is happening at Pacer Trendpilot US Mid Cap ETF?

Institutional investors have bought a total of 1,036,430 shares in the last 24 months. This purchase volume represents approximately $37.62M in transactions.

Which of Pacer Trendpilot US Mid Cap ETF's major shareholders have been selling company stock?

Of the 30 institutional investors that sold Pacer Trendpilot US Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ODonnell Financial Services LLC ($234.81K), WBI Investments LLC ($104.87K), Envestnet Asset Management Inc. ($103.23K), Financial Advocates Investment Management ($42.46K), Pacer Advisors Inc. ($20.72K), Maridea Wealth Management LLC ($19.55K), and Ameriprise Financial Inc. ($14.99K).

How much institutional selling is happening at Pacer Trendpilot US Mid Cap ETF?

Institutional investors have sold a total of 595,504 shares in the last 24 months. This volume of shares sold represents approximately $20.86M in transactions.


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This page (BATS:PTMC) was last updated on 8/5/2025 by MarketBeat.com Staff
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